Showing posts tagged 'Tax advice'


Now the dust has settled - Mitigating the new Social Care Tax and NI Charges

28 September 2021

So, the controversial social care reform plans have been voted through the Commons, passing by 319 votes to 248. Predictably, the media and opposition parties have raised concer...

So, the controversial social care reform plans have been voted through...

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Option to Tax Land and Buildings

17 August 2021

Many fund managers are taking a flexible approach to office working and allowing employees to continue working remotely. With offices being less used and firms needing less spac...

Many fund managers are taking a flexible approach to office working an...

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Overseas Workday Relief

13 August 2021

As a general rule, a UK resident is taxable on his worldwide income on an arising basis. This includes all worldwide employments, regardless of where duties are performed. Non-...

As a general rule, a UK resident is taxable on his worldwide income on...

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Reducing your Inheritance Tax Exposure with Lifetime Gifts

18 February 2021

Many people are paying too much inheritance tax A simple way of reducing your potential IHT liability is to consider making gifts out of your estate during your lifetime. The Pr...

Many people are paying too much inheritance tax A simple way of reduci...

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Exciting moves at Wheelhouse Advisors

28 January 2021

Exciting moves at Wheelhouse Advisors! We are delighted to announce that Nicole Jessup has moved into the position of COO at Wheelhouse Advisors. Being with the firm for over 12...

Exciting moves at Wheelhouse Advisors! We are delighted to announce th...

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Possible Changes to Capital Gains Tax

18 January 2021

In July 2020, the Chancellor asked the Office of Tax Simplification (OTS) to carry out a review of Capital Gains Tax (CGT). The goal was to identify opportunities relating to ad...

In July 2020, the Chancellor asked the Office of Tax Simplification (O...

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“You need to act now” letters sent to UK investment management sector

17 December 2020

Brexit Preparations for UK Investment Firms Many businesses have been receiving letters from the government’s Department for Business over the past weeks, asking if they are r...

Brexit Preparations for UK Investment Firms Many businesses have been ...

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FCA publishes its first consultation paper on the new IFPR

15 December 2020

The FCA has published its first consultation paper on the new Investment Firm Prudential Regime. The consultation paper covers categorisation, consolidation, capital resources a...

The FCA has published its first consultation paper on the new Investme...

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Event Recap: New Prudential Regime for Investment Managers

15 December 2020

IFPR: Lessons from the early adopters on the new Prudential Regime for Investment Firms I was delighted to chair this recent full day event, which featured a knowledgeable set o...

IFPR: Lessons from the early adopters on the new Prudential Regime for...

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HMRC 'One to Many' letters, One too Many?

15 December 2020

As a seemingly bottomless pit of money continues to be distributed to those individuals and businesses most severely affected by Coronavirus, it was predictable that HMRC would ...

As a seemingly bottomless pit of money continues to be distributed to ...

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FCA Extension to IFPR

18 November 2020

The FCA has granted a short extension for UK investment firms to prepare for the new prudential regime until 1 January 2022. Good news that the new rules will no longer bite as ...

The FCA has granted a short extension for UK investment firms to prepa...

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Wheelhouse Advisors strengthens leadership team with the appointment of experienced Chairman

27 September 2020

London, 28 September 2020 – Wheelhouse Advisors, leading provider of prudential management, regulatory reporting and accounting, tax and HR support to the financial services s...

London, 28 September 2020 – Wheelhouse Advisors, leading provider of...

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